据斯蒂芬妮·休斯报道，由于美国市场及线上业务增长势头强劲，Aritzia公司再度实现季度业绩超预期，全年业绩指引也得到上调，其股价迎来一年多来表现最出色的一个交易日。
Inc. stock is having its best trading day in more than a year as accelerating growth in the US and in online sales delivered another quarterly beat and full-year guidance boost.
周五盘中，这家加拿大服装零售商的股价一度上涨19%，触及144.77加元的高点，创下2025年4月以来的最大单日涨幅。此次上涨也推动股价回升至8月中旬的水平。
Shares of the Canadian clothing retailer soared by as much as 19% to C$144.77 at its peak on Friday, which marked its biggest intraday advance since April 2025. The rally was enough to return the share price to mid-August levels.
加拿大施蒂费尔证券分析师马丁·兰德里在周四的报告中指出：“Aritzia再次交出了出色的财务成绩单。”他称该公司为“服装行业中最具人气的品牌之一”。兰德里还提到，门店客流量的大幅增长显著提升了单位面积销售额。他表示，新的业绩指引也让外界能更清晰地预判这家总部位于温哥华的企业的未来营收增速。
“Aritzia once again reported impressive financial results,” Stifel Canada analyst Martin Landry said in a Thursday note, calling the company “one of the hottest brands in the apparel sector.”Landry highlighted that robust in-store traffic growth has significantly boosted sales per square foot. The new guidance gives better visibility into the Vancouver-based company’s future revenue growth rate, he said.
在2027财年第二季度，Aritzia经调整后的每股收益达到1.31加元，这一数值超出了彭博社调查分析师预期的1.05加元。
Aritzia earned C$1.31 per share on an adjusted basis in the second quarter of fiscal 2027, coming in ahead of the C$1.05 per share expected by analysts in a Bloomberg survey.
该公司还上调了2027财年的业绩指引：预计全年净营收将在47.8亿至48.8亿加元之间，而此前的预期值为45.5亿至47.5亿加元。
The company also boosted its guidance for fiscal 2027 — it’s now forecasting net revenue to range between C$4.78 billion and C$4.88 billion. Previously, it expected C$4.55 billion to C$4.75 billion.
第二季度，线上业务及美国市场的净营收成为增长的主要驱动力，两个板块的营收同比增幅均超过60%。这得益于公司持续拓展新市场以及线上渠道的不断完善。
Digital net revenue and sales in the US were the biggest sources of growth in the second quarter, both segments gaining by more than 60% compared with the prior year as the company expands into other markets and develops its online store.
德贾尔丹证券分析师克里斯·李在报告中指出，尽管宏观经济环境承压，消费者对Aritzia产品的需求依然坚挺。他认为这充分体现了该公司产品组合的吸引力以及品牌知名度的不断提升。
Demand for the retailer’s product “remains resilient despite macro pressures,” Desjardins Securities analyst Chris Li said in a note, adding that it’s “a testament” to its compelling suite of offerings and rising brand awareness.
李还表示，公司设定的“15%左右的营收增长目标在长期内具备可行性”。投资者有望在10月27日举行的投资者大会上，从管理层的介绍中进一步了解Aritzia未来的发展规划。
Li said the company’s updated guidance of “mid-teens revenue growth is sustainable over the longer term.”Investors will get further insight into Aritzia’s trajectory when management unveils its medium-term growth plan at an investor day slated for Oct. 27.